A.F.OF L.-A.g.c. Building Trades Pension Plan
Taft-Hartley plan, based in Mobile, Alabama, reporting $185M in assets, for 2,459 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Jun 2025, A.F.OF L.-A.g.c. Building Trades Pension Plan no longer reports Segall Bryant & Hamill Smid Cap Tf (Sei) (last held $11M at 2024-06-30; absent from the 2025-06-30 filing).
5 more managers and 15 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- SB & H International Sml Cap Trust3 commitments
- Hardman Johnston Global Advisors Ll3 commitments
- Jpmcb Strategic Property Fund3 commitments
- Segal,bryant, Hamill, LLC3 commitments
- Hardman Johnston Global Advisors3 commitments
- Jpmorgan Chase Bank, N.A.3 commitments
Relationship network
37 connected entities18 observed commitments14 repeat counterparties9 dated commitments shown here, 2023 to 2025
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- Non-interest-bearing cash 3.8%
- Corporate debt instruments (other) 2.7%
- U.S. Government securities 5.6%
- Other investments 18.2%
- Common/collective trusts 42.0%
- Pooled separate accounts 5.9%
- Common stock 21.1%
Consultants and advisers
- Investment Performance Services Investment adviser (plan)through Jun 30, 2023 Form 5500
- BHA Consulting Actuarythrough Jun 30, 2023 Form 5500
- Regions Bank Custodianthrough Jun 30, 2023 Form 5500
People
Manager roster
- Segal,bryant, Hamill, LLC3 rows, latest Jun 30, 2025
- Hardman Johnston Global Advisors3 rows, latest Jun 30, 2025
- Jpmorgan Chase Bank, N.A.3 rows, latest Jun 30, 2025
+5 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Barrow Hanleyplan years
- Segal,bryant, Hamill, LLCplan years 2023
- Jpmorgan Chase Bank, N.A.plan years 2023
+3 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Jun 30, 2025Holding endedinferenceA.F.OF L.-A.g.c. Building Trades Pension Plan no longer reports Segall Bryant & Hamill Smid Cap Tf (Sei) (last held $11M at 2024-06-30; absent from the 2025-06-30 filing)with Seiaskebsa.dol.gov
- Jun 30, 2025Assets changedA.F.OF L.-A.g.c. Building Trades Pension Plan total assets $167M -> $185M (+10.5%, 2024-06-30 to 2025-06-30)
- Jun 30, 2024Holding startedA.F.OF L.-A.g.c. Building Trades Pension Plan first reports an interest in Barrow Hanley Non US Value Cit: $7M at 2024-06-30with Barrow Hanley Non US Value Citaskebsa.dol.gov
- Jun 30, 2024Holding startedA.F.OF L.-A.g.c. Building Trades Pension Plan first reports an interest in Russell 1000 Growth Index Fund (Northern Trust Co.): $12M at 2024-06-30with Northern Trust Co.askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceBoston Company Asset Manag no longer appears on A.F.OF L.-A.g.c. Building Trades Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with The Boston Companyaskebsa.dol.gov
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | SB & H International Sml Cap Trustcollective trust | Segal,bryant, Hamill, LLC | Pooled vehicles | $9.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Barrow Hanley Non US Value Citcollective trust | Barrow Hanley | Pooled vehicles | $8.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | US Property Separate Accountseparate account | Principal Bank | Real estate | $10.9M held | Disclosed holding | askebsa.dol.gov |
+15 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 2,459 | Not disclosed | Not disclosed | n/a | $185M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 2,420 | Not disclosed | Not disclosed | n/a | $167M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 2,256 | Not disclosed | Not disclosed | n/a | $153M | Not disclosed | Not disclosed | Not disclosed |
- Wedge Capital Management codes 28 51 $176,002 PY2024
- Investment Performance Services codes 27 51 $165,695 PY2024
- Segal,bryant, Hamill, LLC codes 28 51 $85,876 PY2024
+59 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
A.F.OF L.-A.g.c. Building Trades Pension Plan sits on 5 traced paths of capital across the graphs.
DFX traced 5 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2025-06-30source on record
- Total assets changed2025-06-30source on record
- Holding in a pooled vehicle ended2024-06-30source on record
+4 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+10 connections on the graph
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